CRM Needs & Process Analysis


A Maximizer business consultant can carry out a CRM needs and a CRM process analysis to help you get the most from your Maximizer CRM software.

CRM Business Analysis.   Process & Needs AnalysisBusiness Analysis

All too often we see companies enquire about Maximizer CRM for the wrong reasons.  Implementing successful CRM project requires a clear understanding of what you expect from the system.

At Advoco Solutions we can analyse your needs and processes to help you understand what your real requirements are, and how you can implement Maximizer against these. The advantages of going through Advoco's business analysis process are:

  • Your more focused on issues you can change, providing you with a greater return on your investment.
  • A clear understanding of what you can expect from deploying Maximizer CRM and what you will need to do to make Maximizer work.
  • Improved adoption as a the system will actually help the end user.

We work with you so that you are clear on what your expected return will be from investing in Maximizer.  Each customer is unique, each customer also has their own idea on what their problems are (and of course how to solve them).  As CRM experts we regularly see similar business issues and we have been witness to the degree of success numerous methods of handling these issues has been.

Our independent helps remove company politics and personalities and leaves you with focus on your real requirements.  Although we tailor our analysis process we will regularly action the following tasks:

  • Review the goals from your companies or departments business plan.
  • Interview key management and users to understand what is important to them.
  • Analise key processes that need to be mapped into Maximizer.
  • Understand the history of CRM implementation.
  • How to deal with company politics and personalities.
  • Conduct a data audit to understand the data you will need to capture in your database.
  • Establish what is changeable and the actions required to achieve this.
  • Set goals for the initial CRM implementation, first 6 months and ongoing.
  • IT infrastructure audit, to ensure your environment will run Maximizer with acceptable performance.
  • Provide documentation of findings, recommendations and actions.

To find out more about how our CRM needs & process anlaysis can help you please fill in an enquiry form to contact one of our consultants.  


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Company Number: 06155196
Registered Office: Advoco Solutions Ltd, Unit 11 Thatcham Business Village, Colthrop Way, Thatcham, Berkshire, RG19 4LW, UK.